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Technology Stocks : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?

To: Brian Lempel who wrote (4567)	11/5/1997 12:21:00 AM
From: Skeeter Bug	Respond to of 8002

brian, you didn't listen to what i said. first, their costs will never get under control to support their current stock price. why? b/c prices on pcs are dropping faster than they can reduce costs. cpq and dell are predatory. as for marketing, i said consumer AND corporate. their consumber marketing is ok. their corporate marketing is slightly above pathetic. their units grew 30% and they had a huge build up of inventory. cpq unit growth was 66% higher - 50% - and they had no inventory issues. if 66% faster unit growth constitutes good marketing then 40% less unit growth sucks. these facts bare out EXACTLY what i said. get the facts before you call people liers. a cute box and nice music on a commercial doesn't make good marketing. btw, they are still 50% over the sweet spot pricing in computing. they aren't even competitive.

To: Brian Lempel who wrote (4567)	11/5/1997 8:27:00 AM
From: jas cooper	Read Replies (2) \| Respond to of 8002

Are you really 15? I am often surprised at the immaturity some of the older members of SI, and their lack of foresight in selecting stocks. I can also identify more with posters who use their real name rather than some cute handle like "Stock Wienie". I fondly remember the situation in early '96 when DELL was a bargain due to similar concerns that GTW has today. Made me a bundle then, and hoping to do the same again. It's not how much money you have today that counts, it's how much you have tomorrow. I think many people learned that last week. Michael Dell has no more talent than Ted Waitt. It just happens that DELL is the catbird seat at the moment, I actually appreciate all the negative sentiment on this thread lately. It just means the recovery will be that much more substantial when it happens. Keep the faith.